Services

We specialize in technology and AI diligence and AI-enabled revenue value creation.

01.

Technology and AI Due Diligence


Our technology diligence services evaluate IT infrastructure, data systems, and AI readiness to inform investment decisions and uncover risks or growth opportunities. Through AI Audits and Strategy assessments, we identify gaps in data governance, system scalability, and AI adoption, aligning technology investments with long-term business goals for maximum ROI.

We provide a clear roadmap for AI-driven transformation, ensuring readiness for innovation and growth. Whether optimizing existing systems or exploring AI opportunities, our approach positions organizations to drive efficiency, value creation, and competitive advantage post-transaction.

02.

Seamless Integration and Carve-out Management


Integration and carve-out services enable a seamless transition post-close, aligning systems, processes, and teams to minimize disruptions. From IT system migrations and process harmonization to workforce alignment, we deliver operational continuity that supports growth and synergy realization.

For carve-outs, we ensure clean separation and resource alignment, enabling a smooth stand-alone operation. Our structured approach reduces risks, maintains momentum, and positions the business for scalable success, unlocking value throughout the M&A lifecycle.

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03.

Value Creation with AI Customer Analytics


AI-powered customer analytics maximize post-transaction value by identifying untapped revenue opportunities and reducing churn. Our solutions deliver deep insights into customer behaviors, enabling optimized cross-sell and up-sell strategies, segmentation, and targeted actions to prioritize high-value accounts. By aligning customer data with business objectives, we drive measurable growth and ensure revenue synergies are fully realized.

AI also helps forecast customer lifetime value and retention risks, empowering your teams to focus on the most impactful opportunities. With actionable intelligence and predictive models, we accelerate revenue generation while minimizing customer attrition, delivering tangible results post-deal.

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Testimonials

Our clients share their success

CFO at Large Strategic
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Greenwood’s AI-driven insights transformed our transaction process, enabling us to make faster, more informed decisions, saving both time and resources.

COO at Large Strategic
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... we maximized deal value and streamlined our due diligence process, significantly reducing the risk of bad investments.

Managing Partner at PE
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Greenwood’s actionable insights helped us optimize our operations, allowing us to scale quickly and effectively while maintaining high client satisfaction.

Managing Director at PE
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... data expertise enabled us to navigate complex acquisitions with confidence, ensuring smooth integrations and long-term success.

FAQ

Answers from Greenwood

What is technology due diligence? 

Technology Due Diligence is a comprehensive assessment of a company’s IT systems, data infrastructure, and technology strategy to inform investment decisions during mergers, acquisitions, or growth initiatives. It identifies potential risks, evaluates technology capabilities, and uncovers opportunities to drive value creation.

At Greenwood, our Technology Diligence services go beyond traditional assessments. We conduct in-depth evaluations of AI, data, and technology systems to ensure alignment with business goals. This includes identifying scalability challenges, cybersecurity risks, and opportunities for innovation.

Through AI Strategy, we evaluate the company’s readiness to adopt AI, develop actionable roadmaps, and recommend solutions to enhance decision-making and optimize operations.

By leveraging advanced insights, Greenwood equips investors with the clarity needed to mitigate risks, unlock growth potential, and create long-term value.

What is project integration management? 

Project Management Integration is the process of aligning systems, teams, and workflows to ensure a seamless transition and execution during mergers, acquisitions, or carve-outs. It focuses on unifying disparate operations, technologies, and processes to achieve synergy, reduce disruption, and maximize performance.

At Greenwood, we specialize in Integration Management by providing structured frameworks to streamline operations and technology post-transaction. This includes aligning project goals, consolidating IT systems, and integrating teams to ensure operational continuity and value realization.

By addressing key areas such as communication, resource allocation, and decision-making protocols, we enable organizations to accelerate performance and achieve long-term success.
Our approach ensures businesses navigate complex transitions efficiently, unlocking synergy opportunities and laying the foundation for sustainable growth.

What is a synergy in mergers and acquisitions? 

Through our comprehensive tech due diligence, we assess the scalability, risks, and integration readiness of a target’s technology infrastructure. Post-acquisition, we help implement the findings by optimizing systems, addressing gaps, and enhancing scalability, ensuring that the technology becomes a growth enabler rather than a bottleneck.

What is Greenwood’s approach to driving portfolio value creation over the long term?

Greenwood works closely with portfolio companies to develop a strategic roadmap that aligns with key business priorities. We focus on executing high-impact initiatives that drive operational efficiency, improve profitability, and unlock new revenue streams. By integrating AI-driven insights and leveraging our industry expertise, we help portfolio companies create sustainable value and deliver superior returns for investors.